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Dimensional Etf Trust shares owned by Medallion Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by Medallion Wealth Advisors from 13F filings

Historical chart of Medallion Wealth Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Medallion Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Medallion Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $868k 14k 62.45
2025-12-31 $831k 14k 59.54
2025-09-30 $838k 14k 58.21
2025-06-30 $806k 15k 55.26
2025-03-31 $789k 15k 51.66
2024-12-31 $870k 16k 55.66

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Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Large Cap Etf (VV)
Spdr Series Trust State Street Spd (SPTM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Apple (AAPL)
Vanguard Wellington Us Quality (VFQY)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Medallion Wealth Advisors

Top funds holding Dimensional Etf Trust

Creative Planning
Colony
Forum Financial Management
Index Fund Advisors
Buckingham Strategic Partners
Pure Financial Advisors
Savant Capital Management
EP Wealth Advisors
Jackson Thornton Asset Management
CI Private Wealth
Asset Dedication
Apella Capital
HighTower Advisors
Trust Co of the South
Raymond James Financial

View all funds holding Dimensional Etf Trust